Self-Managed Super Funds >

Flexibility in managing your future.

Self-Managed Superannuation Funds (SMSF’s) are the fastest growing area within Australia’s superannuation industry. Popularity is rising as members recognise they can gain greater control over investments and better manage their tax outcomes. There are many complexities including regulations and legislations associated with SMSF’s that often shy people away from commencing their own SMSF.

 

We are SPAA Self-Managed Superannuation specialists and have the highest technical experience and knowledge to ensure you benefit from the real advantages offered by the Self-Managed domain. Such advantages enjoyed by our current clients include:

 

  1. Cost efficiencies for higher super balances;
  2. Transparency;
  3. Control of investments, taxation and cost;
  4. Unrivalled investment choice;
  5. Flexibility and mobility.

 

In partnership with GMD Accounting, we have developed an end to end solution for your SMSF that takes care of everything associated with running your fund. Our unique service ensures your investments, compliance, reporting and overall strategy is well considered, tailored and maintained.

 

Clients with funds managed and administered by our service enjoy the following benefits:

 

Proactive Investment Advice

We help you prepare for retirement by helping you to maximise end benefits and help you understand what is required to deliver the retirement you desire. Thorough retirement planning is complex and we will ensure your structure is designed to optimise long term returns, minimise taxes and maximise any government support.

 

Technical and Strategic Management

We provide holistic technical and strategic management of your fund. The right structure, plan and execution is key to realising some of the finer benefits of the Self-Managed Super environment.

 

Comprehensive Online Reporting

Online access to a comprehensive portfolio reporting system powered by Praemium. Clients can log in and track their investments with a 20 minute delay behind real market prices.

Estate Planning

We assist SMSF members to achieve their desired outcome through the implementation of effective tax-efficient estate planning measures. The components and composition of your super capital can have significant impacts to the outcomes for your intended beneficiaries. We ensure these issues are addressed and optimised in every case.

 

SMSF borrowing

Borrowing arrangements within self-managed superannuation funds including the formation and registration of required structures (bare trust), strategic guidance and assistance with the finance application process. For those clients where this is appropriate we have the experience and knowledge to ensure you get this highly technical strategy correct.

 

Self-employed Strategies - Business Real Property

Holding commercial assets inside super can have significant income tax and capital gains advantages for business owners. We help you with assessing the benefits of the strategy relative your business and personal situation – if appropriate we will ensure the legal and financial elements are optimised and executed efficiently.

 

OUR SERVICES

OUR SERVICES

TAILORED FINANCIAL MANAGEMENT SERVICES ADVICE AND MANAGEMENT SERVICES TO SUIT YOUR SITUATION ADD MORE TEXT ABOUT HERE.

LEVEL 3, 190 EDWARD ST

BRISBANE QLD 4000

PO BOX 12931

GEORGE STREET POST OFFICE QLD 4003

 

P | (07) 3188 5290

F | (07) 3107 1672

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Important information

The information contained on this web page is for discussion purposes only, is of a factual nature and is not intended to constitute financial product advice. It does not take into considering your individual objectives, financial situation or needs. You should consider its appropriateness in light of your circumstances and consider seeking professional advice relevant to your individual needs before making a decision based on this information.

 

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Patman Planning Group Pty Ltd ABN 124 828 369 58 is an Authorised Representative of Financial Wisdom Limited ABN 70 006 646 108, AFSL 231138, a wholly owned but non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124.